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Advisors / Pennsylvania / Newtown Square
16yrs

Benjamin Yeager

Financial advisor at MML Investors Services

Benjamin Yeager has worked in the financial industry for 16 years and is a fiduciary financial advisor based in Newtown Square, Pennsylvania. Benjamin has been with MML Investors Services since 2017; before that, Benjamin spent two years at MSI Financial Services and four years at New England Securities. Benjamin holds the ChFC designation.

One of 292 advisors with offices in Newtown Square, and one of 225 fiduciaries.

Newtown Square, PA 19073ChFCFiduciary advisor

At a glance

Experience16 years (since 2010)
How that compares ?More experience than 52% of advisors nationwide
Office16 Campus Blvd Suite 200, Newtown Square, PA 19073
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$249,379
Advisors at the firm5,093
States licensed ?1 state

Services through MML Investors Services

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

ChFC

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. 2017 – now
  2. 2015 – 2017
    MSI Financial Services, Inc.Previously
  3. 2010 – 2015
    New England SecuritiesPreviously

Questions to ask Benjamin

Tailored to Benjamin’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Benjamin

How do I contact Benjamin?

Call MML Investors Services at (413) 226-0000 and ask for Benjamin Yeager. Benjamin works from the Newtown Square, PA office.

How long has Benjamin been a financial advisor?

Benjamin has been in the industry since 2010, about 16 years. More experience than 52% of advisors nationwide.

What licenses does Benjamin hold?

Series 66. Tap any license on this page to see what it allows.

Is Benjamin a fiduciary?

Benjamin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Benjamin paid?

MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Benjamin for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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